Crux™ Help

Your data and closing your account

Exporting, backups, disconnecting a broker, deleting trades and closing your account.

Your trades and notes are yours.

How a connection works: your broker, you allow access (read-only where the broker offers it), Crux reads your fills about every 15 minutes, and they arrive in your journal. Crux never places, changes or cancels an order, or moves money.
What a connection does, and what Crux never does.

Export your trades

On the Trades page, choose Export CSV to export the trades you’re looking at, or use Export all trades in Settings. The file includes your setups, tags, ratings, notes and playbook scores, and it imports back into Crux losslessly.

Backups

Crux copies your journal once a day, the first time you use it, and keeps the last 30. In Settings → Backups you can take one now or restore an earlier one. Deleting trades always takes a backup first, so it can be undone.

Disconnect a broker

Open Profile and disconnect it. Crux forgets that broker’s saved keys or tokens and stops syncing it. Trades already imported stay — deleting them is a separate step. For full peace of mind, also revoke the token or delete the API key at the broker.

How do you close your account?

Open Profile → Close account. Any subscription is cancelled. Export your trades first if you want to keep them. See the Privacy Policy for what happens to your data.

How your connections are kept safe

What’s in the export?

One row per trade: date, times, symbol, side, size, prices, fees and P&L, plus everything you added: setup, tags, rating, notes, mistakes and how each trade scored against its playbook. The playbook column carries each rule’s wording with its verdict, so importing the file into another Crux account rebuilds the playbooks too. Notes you wrote after a trade was imported are never overwritten by a later import of the same trade.

What do backups cover?

Your journal: trades, notes, tags, scores and settings. The trades could be re-imported from a broker; your notes and scores couldn’t, which is why they are copied every day and kept for 30 days. A backup is taken while the journal is in use without stopping anything.

Which connections hold something that could trade?

Most connections are read-only at the broker’s end. Three aren’t, because the platform offers nothing else: TradeLocker and DXtrade use your platform login, and TopstepX uses an API key. Crux keeps them encrypted, uses them only to read, has no code that can send an order, and deletes them when you disconnect. Everywhere a broker offers its own sign-in, it happens on the broker’s site, and Crux never sees that password.

Restoring a backup

Open Settings → Backups, choose the date to go back to and restore it. Your journal returns to exactly that point, and trades that arrived since come back in with the next sync. Notes you wrote after that backup are not in it, so export first if you might want them.

Moving your journal

To move to another Crux account, export all trades from Settings and import the file into the new one. Setups, tags, ratings, notes and playbook scores come with it.

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